Service

Assistance Updating Assets to New Trustee

Details.

Support with updating asset ownership records following a trustee change, including liaison with banks, brokers and institutions.

Annual Tax Return and Financial Statements

$1,500

Bare Trust Establishment

$2,600

Bare Trust Establishment Including Corporate Trustee Company

$2,600

Bare Trust Establishment Using Existing Company

$1,800

Bare Trust Establishment Using Existing Company as Trustee

$1,800

Change of Trustee Documentation

$1,200

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